Polaris Wealth Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Polaris Wealth Advisory Group’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$4.62M	Sell
2023 Q2	$4.99M	Buy
2018 Q4	–	Sell
2018 Q3	$73K	Buy
2018 Q2	$45K	Hold
2018 Q1	$45K	Buy
2014 Q2	–	Sell
2014 Q1	$67K	Sell
2013 Q4	$77K	Sell
2013 Q3	$123K	Buy
2013 Q2	$81.3K	Buy